Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,703
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.25%
2 Healthcare 5.46%
3 Financials 3.63%
4 Consumer Discretionary 2.55%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$0 ﹤0.01%
+1
3502
$0 ﹤0.01%
+29
3503
$0 ﹤0.01%
+4
3504
$0 ﹤0.01%
+4
3505
$0 ﹤0.01%
+18
3506
$0 ﹤0.01%
+4
3507
$0 ﹤0.01%
+10
3508
$0 ﹤0.01%
+28
3509
$0 ﹤0.01%
+2
3510
$0 ﹤0.01%
+6
3511
$0 ﹤0.01%
+10
3512
$0 ﹤0.01%
+4
3513
$0 ﹤0.01%
+13
3514
$0 ﹤0.01%
+15
3515
$0 ﹤0.01%
+5
3516
$0 ﹤0.01%
+4
3517
$0 ﹤0.01%
+3
3518
$0 ﹤0.01%
+24
3519
$0 ﹤0.01%
+5
3520
0
3521
$0 ﹤0.01%
+8
3522
$0 ﹤0.01%
+19
3523
$0 ﹤0.01%
+22
3524
0
3525
$0 ﹤0.01%
+1